Aprio Wealth Management, LLC Purchases in Q2 2025

Aprio Wealth Management, LLC

  • $808 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
296K
+ 150.11%
$49.79 - $50.75 $14.7M - $15M
493K $25M
TDIV
First Trust Nasdaq Technology

ETFs
70.1K
+ 24.69%
$64.41 - $90.17 $4.51M - $6.32M
354K $31.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
140K
+ 28.01%
$47.46 - $55.3 $6.65M - $7.75M
640K $35.3M
HGER
Harbor ETF Tr All Weather Infl
311K
New
$22.13 - $25.39 $6.88M - $7.89M
311K $7.55M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
151K
+ 93.75%
$45.07 - $52.57 $6.8M - $7.93M
312K $15.2M
DIHP
Dimensional ETF Tr Dimensional

ETFs
45.7K
+ 2.14%
$24.32 - $29.74 $1.11M - $1.36M
2.18M $64.3M
MSFT
Microsoft Corp

Technology
6.78K
+ 27.22%
$354.56 - $497.45 $2.4M - $3.37M
31.7K $15.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
13.3K
+ 2.19%
$50.08 - $63.14 $667K - $841K
620K $39.2M
NVDA
Nvidia Corp

Technology
20.5K
+ 76.35%
$94.31 - $157.99 $1.94M - $3.24M
47.4K $7.49M
CGXU
Capital Group Intl Focus Equit

ETFs
103K
+ 23.99%
$21.44 - $27.35 $2.21M - $2.83M
534K $14.5M
IGF
Ishares Global Infrastructure

ETFs
40K
+ 122.46%
$50.55 - $59.83 $2.02M - $2.39M
72.7K $4.3M
DBND
Doubleline ETF Tr Opportunisti

ETFs
51.7K
+ 47.45%
$45.18 - $46.32 $2.34M - $2.4M
161K $7.44M
TSLA
Tesla, Inc.

Consumer Cyclical
1.68K
+ 7.14%
$221.86 - $362.89 $374K - $611K
25.3K $8.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37.3K
+ 22.58%
$48.13 - $49.85 $1.79M - $1.86M
202K $9.92M
AVGO
Broadcom Inc.

Technology
2.11K
+ 23.47%
$146.29 - $275.65 $308K - $580K
11.1K $3.05M
AMZN
Amazon Com Inc

Consumer Cyclical
4.34K
+ 28.14%
$167.32 - $223.3 $726K - $969K
19.8K $4.33M
META
Meta Platforms, Inc.

Communication Services
692
+ 14.58%
$484.66 - $738.09 $335K - $511K
5.44K $4.01M
JPM
Jpmorgan Chase & CO

Financial Services
616
+ 3.73%
$210.28 - $289.91 $130K - $179K
17.1K $4.97M
GOOG
Alphabet Inc.

Communication Services
3.13K
+ 32.99%
$146.58 - $180.01 $459K - $563K
12.6K $2.24M
COF
Capital One Financial Corp

Financial Services
3.52K
New
$150.57 - $212.76 $530K - $749K
3.52K $749K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
16.5K
+ 11.36%
$24.63 - $29.39 $406K - $485K
162K $4.67M
PLTR
Palantir Technologies Inc.

Technology
3.43K
+ 69.73%
$74.01 - $144.25 $254K - $494K
8.34K $1.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
131
+ 1.67%
$416.06 - $551.64 $54.5K - $72.3K
7.97K $4.4M
ORCL
Oracle Corp

Technology
1.45K
+ 48.77%
$122.82 - $218.63 $178K - $317K
4.42K $966K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
9K
+ 19.15%
$27.65 - $36.12 $249K - $325K
56K $2.02M
VLO
Valero Energy Corp

Energy
3.95K
New
$104.69 - $141.77 $413K - $560K
3.95K $530K
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 6.74%
$144.7 - $178.6 $150K - $185K
16.4K $2.89M
MPC
Marathon Petroleum Corp

Energy
2.88K
New
$118.55 - $170.08 $341K - $490K
2.88K $478K
IWF
Ishares Russell 1000 Gr ETF

ETFs
45
+ 0.64%
$320.42 - $424.58 $14.4K - $19.1K
7.13K $3.03M
DGRO
Ishares Core Dividend Growth E

ETFs
2.76K
+ 2.36%
$55.22 - $63.94 $152K - $176K
120K $7.66M
CSGP
Costar Group, Inc.

Real Estate
5.3K
New
$72.62 - $83.22 $385K - $441K
5.3K $426K
NOW
Service Now, Inc.

Technology
315
+ 76.46%
$721.65 - $1040.18 $227K - $328K
727 $747K
BLDR
Builders First Source, Inc.

Industrials
3.58K
New
$105.63 - $131.12 $378K - $470K
3.58K $417K
FOXA
Fox Corp

Communication Services
7.27K
New
$47.21 - $57.04 $343K - $415K
7.27K $407K
CSCO
Cisco Systems, Inc.

Technology
3.1K
+ 16.81%
$53.19 - $69.38 $165K - $215K
21.5K $1.49M
ETN
Eaton Corp PLC

Industrials
994
New
$246.52 - $356.99 $245K - $355K
994 $354K
HCA
Hca Healthcare, Inc.

Healthcare
906
New
$317.61 - $387.52 $288K - $351K
906 $347K
COP
Conocophillips

Energy
4.39K
+ 143.9%
$82.66 - $106.1 $363K - $466K
7.44K $667K
CBRE
Cbre Group, Inc.

Real Estate
2.46K
New
$113.94 - $140.12 $280K - $344K
2.46K $344K
IRM
Iron Mountain Inc

Real Estate
3.35K
New
$76.93 - $105.25 $258K - $353K
3.35K $343K
SHW
Sherwin Williams CO

Basic Materials
992
New
$313.51 - $363.51 $311K - $361K
992 $340K
ADI
Analog Devices Inc

Technology
1.43K
New
$164.6 - $238.02 $235K - $340K
1.43K $340K
ISRG
Intuitive Surgical Inc

Healthcare
624
New
$451.58 - $565.94 $282K - $353K
624 $339K
ZTS
Zoetis Inc.

Healthcare
2.17K
New
$144.41 - $170.3 $313K - $370K
2.17K $338K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.12K
+ 16.22%
$22.27 - $29.21 $136K - $179K
43.8K $1.28M
BX
Blackstone Inc.

Financial Services
2.04K
+ 72.57%
$120.07 - $151.11 $245K - $309K
4.86K $726K
WMT
Walmart Inc.

Consumer Defensive
1.86K
+ 12.55%
$81.79 - $99.98 $152K - $186K
16.7K $1.63M
XEL
Xcel Energy Inc

Utilities
4.75K
New
$65.65 - $72.39 $312K - $343K
4.75K $323K
OXY
Occidental Petroleum Corp

Energy
7.7K
New
$36.11 - $49.33 $278K - $380K
7.7K $323K
Activity Summary
Buys All Purchases 237 New Holdings 64 Increased Positions 173 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email